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Technology Stocks : General Lithography

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To: Ritz who wrote (303)	5/8/1997 9:21:00 PM
From: Andrew Vance	of 1305

Ritz-ASMLF is about to split, if memory serves me correct. This puts the stock in a weird perspective by some. There are those examples that see the stock run up prior to the split and then fall after the split while the other scenario certainly happens. Personally, I think ASMLF went up too fast and too high and needs to find a safer base to settle on. The whole DUV issue is in the air. INTC says they can push DUV out for another period of time thereby saving considerable costs relative to chemicals assoicated with DUV along with the cost of the stepper. However, I also believe, that as we come out of this downturn in this sector, more and more companies will want to have their first DUV stepper on line to get comfortable with before the need is really there for these systems. I watch this stock very closely and I study the main supplier of DUV sources as my indicator of this stock. Try charting ASMLF against CYMI and see if you feel comfortable. I see CYMI moving positively as an indication that the DUV stepper providers will follow suit. Andrew

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